Top AI tools for Portfolio Manager

TradeBotBuilder (TBB) by 10XTraders.AI is a platform for creating, testing, fine-tuning, and deploying fully custom trading bots for major cryptocurrency exchanges.

• Contact for Pricing

Traze is a regulated trading platform offering CFD and forex trading with access to 120+ instruments including metals, forex, cryptocurrency, shares, commodities, and indices through MT4, MT5, and mobile apps.

• Other

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Wave3 is an AI-powered momentum scanner that helps traders identify trending assets across stocks, crypto, and ETFs with visual heatmaps and multi-timeframe alignment to reduce noise and improve trade quality.

• Free Trial
• From 50$

Trading Technologies provides a comprehensive multi-asset trading platform for futures, options, fixed income, FX, and cryptocurrencies, featuring industry-leading execution tools, global infrastructure, and data analytics.

• Contact for Pricing

TradeSearcher is an AI-powered platform for traders to discover and analyze over 100,000 TradingView strategies and backtests. It helps users find optimal trading strategies for cryptocurrencies, stocks, and forex, saving research time.

• Freemium
• From 29$

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

Deltaray Research provides a suite of options trading tools for retail and institutional traders, including backtesting with MesoSim, live trading with MesoLive, and enterprise solutions with FundPro.

• Freemium
• From 83$

Real Vision is a financial insights platform combining social feed, trade ideas, live leaderboards, AI assistant, and communities to help investors find real signals and make confident decisions.

• Paid
• From 134$

Cleopatra Enterprise is an integrated software solution for capital project management and shutdown/turnaround operations, designed to help organizations deliver projects safely, on time, and within budget through comprehensive lifecycle support.

• Contact for Pricing

Palance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.

• Freemium

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

StealthEX is a non-custodial cryptocurrency exchange enabling instant, private swaps among 1400+ digital assets with no registration or account required.

• Other

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

Stoic is a crypto trading bot that automates portfolio management using advanced AI-driven strategies. It offers multiple strategies to suit different risk profiles and market conditions.

• Paid
• From 5$

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

Alvatix offers AI-powered crypto trading tools and strategies, including signals and automated bots, designed for traders of all levels.

• Contact for Pricing

Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

• Contact for Pricing

BestStock AI is an AI-powered financial analysis platform that provides institutional-grade data, real-time market signals, and predictive insights to help investors make data-driven decisions with confidence.

• Freemium
• From 19$

Building is an AI-powered platform that helps property owners organize, verify, and deliver asset data to keep portfolios finance-ready across their lifecycle through digital twins, tokenization, and centralized data rooms.

• Contact for Pricing

CryptoSignalAPP provides AI-powered cryptocurrency trading signals, trend monitoring, and market alerts to assist traders in making profitable decisions.

• Freemium

Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.

• Freemium
• From 19$

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

• Contact for Pricing

Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

• Contact for Pricing

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.

• Free

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

AlphaSense is an AI-powered market intelligence platform that combines advanced AI technology with extensive business content sources to help professionals make smarter strategic decisions. The platform analyzes millions of documents across earnings, broker research, expert calls, and company documents.

• Contact for Pricing

Magia Trade is an AI trading analysis platform that provides real-time market insights, technical chart interpretation, and news sentiment analysis to help traders make data-driven decisions.

• Freemium

Financial Data API delivers real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and more with comprehensive coverage of US and international markets.

• Freemium
• From 19$

PrimeInvestor offers professional Portfolio Management Services (PMS) with multi-asset strategies, comprehensive portfolio reviews, and research-driven investment solutions for long-term wealth creation.

• Contact for Pricing

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

Level2 is a visual, no-code platform enabling active traders to create and automate trading strategies without coding. It simplifies technical analysis and automated trading for various experience levels.

• Free Trial

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

REDA is a scalable, cloud-based platform that centralizes real estate operations, automating processes from property management and CRM to accounting and analytics for streamlined management and growth.

• Paid
• From 85$

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Antura is a comprehensive and user-friendly Project, Portfolio, and Resource Management (PPM) software that enables organizations to manage projects, analyze portfolios, and plan resources with intuitive tools and high security.

• Contact for Pricing

Backrr offers a powerful suite of AI-driven tools to help startups connect with investors, manage funding rounds, and showcase growth, while providing investors with robust deal sourcing and portfolio management capabilities.

• Freemium
• From 20$

Theory A provides an advanced investment research platform that combines options chain data with fundamental analysis, offering deep insights for value investors. Its hybrid analysis tools reveal hidden market patterns and support both short-term and long-term investment strategies.

• Freemium
• From 30$

Options Income Calculator is an AI-powered tool that visualizes options income, breakeven points, assignment risk, and yield for covered call and wheel strategy traders in seconds.

• Other